Last 7 days
-2.9%
Last 30 days
-2.5%
Last 90 days
3.4%
Trailing 12 Months
0.2%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-08-29 | GLASS ROBERT W | sold | -1,108,510 | 75.1483 | -14,751 | executive vice president |
2023-08-08 | Kempthorne Dirk A | sold | -151,998 | 74.1456 | -2,050 | - |
2023-05-17 | Kempthorne Dirk A | acquired | - | - | 4,156 | - |
2023-05-17 | Wilking Marnie Huss | acquired | - | - | 4,156 | - |
2023-05-17 | Coronado Julia Lynn | acquired | - | - | 4,156 | - |
2023-05-17 | Pace Robert J | acquired | - | - | 4,156 | - |
2023-05-17 | Richman Frederick A | acquired | - | - | 4,156 | - |
2023-05-17 | Morial Marc | acquired | - | - | 4,156 | - |
2023-03-20 | GENTZKOW PAUL F | sold (taxes) | -4,136,260 | 75.42 | -54,843 | pres & ceo talent solutions |
2023-03-20 | GENTZKOW PAUL F | acquired | - | - | 97,155 | pres & ceo talent solutions |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-20 | BARCLAYS PLC | added | 86.38 | 5,566,000 | 13,092,000 | 0.01% |
2023-09-12 | Farther Finance Advisors, LLC | added | 4.27 | -749 | 27,531 | 0.01% |
2023-09-08 | TUCKER ASSET MANAGEMENT LLC | unchanged | - | -791 | 11,133 | -% |
2023-08-28 | DT Investment Partners, LLC | unchanged | - | 25.00 | 2,440 | -% |
2023-08-25 | STRATEGY ASSET MANAGERS LLC | added | 5.7 | -9,730 | 728,130 | 0.16% |
2023-08-23 | Rehmann Capital Advisory Group | added | 6.91 | -726 | 407,224 | 0.04% |
2023-08-23 | Stonebridge Capital Advisors LLC | new | - | 11,283 | 11,283 | -% |
2023-08-22 | US Asset Management LLC | unchanged | - | -16,000 | 223,000 | 0.24% |
2023-08-22 | Asset Dedication, LLC | sold off | -100 | - | - | -% |
2023-08-22 | COMERICA BANK | sold off | - | - | - | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 13, 2023 | capital world investors | 12.5% | 13,532,179 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 12.62% | 13,692,357 | SC 13G/A | |
Jan 23, 2023 | blackrock inc. | 10.7% | 11,641,331 | SC 13G/A | |
Nov 10, 2022 | capital world investors | 11.4% | 12,325,174 | SC 13G | |
Sep 08, 2022 | blackrock inc. | 10.1% | 11,049,380 | SC 13G | |
Feb 10, 2022 | vanguard group inc | 12.24% | 13,631,963 | SC 13G/A | |
Feb 01, 2022 | blackrock inc. | 9.7% | 10,823,732 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 11.13% | 12,691,410 | SC 13G/A | |
Feb 03, 2021 | managed account advisors llc | 3.3% | 3,727,965 | SC 13G/A | |
Jan 27, 2021 | blackrock inc. | 11.2% | 12,808,306 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Aug 30, 2023 | 4 | Insider Trading | |
Aug 28, 2023 | 144 | Notice of Insider Sale Intent | |
Aug 18, 2023 | 8-K/A | Current Report | |
Aug 17, 2023 | 8-K | Current Report | |
Aug 09, 2023 | 4 | Insider Trading | |
Aug 07, 2023 | 144 | Notice of Insider Sale Intent | |
Aug 01, 2023 | 10-Q | Quarterly Report | |
Jul 25, 2023 | 8-K | Current Report | |
Jul 17, 2023 | 8-K | Current Report |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
VRSK | 35.1B | 2.3B | 2.80% | 38.21% | 69.65 | 15.24 | 2.52% | -51.89% |
CSGP | 31.6B | 2.3B | -2.81% | 11.36% | 82.35 | 13.64 | 12.74% | 16.46% |
EFX | 22.8B | 5.1B | -5.44% | 7.92% | 43.4 | 4.5 | -1.83% | -30.04% |
MID-CAP | ||||||||
RHI | 7.8B | 6.9B | -2.50% | 0.24% | 14.41 | 1.13 | -3.41% | -20.61% |
NSP | 4.5B | 6.3B | -3.54% | -10.17% | 22.21 | 0.74 | 14.02% | 30.51% |
ASGN | 3.9B | 4.6B | 1.12% | -10.53% | 16.47 | 0.85 | 5.68% | -45.36% |
MAN | 3.7B | 19.2B | -4.86% | 8.75% | 12.15 | 0.19 | -7.34% | -28.30% |
KFY | 2.5B | 2.9B | -9.18% | -2.27% | 11.72 | 0.86 | 8.34% | -35.80% |
KFRC | 1.2B | 1.7B | -0.47% | 1.29% | 18.06 | 0.7 | -0.85% | -26.15% |
SMALL-CAP | ||||||||
BBSI | 597.1M | 1.1B | -6.65% | 13.31% | 12.76 | 0.56 | 5.24% | 6.74% |
HSII | 504.8M | 1.0B | -7.38% | -2.95% | 8.22 | 0.5 | -11.09% | -22.81% |
TBI | 446.0M | 2.1B | -6.62% | -27.47% | 27.65 | 0.22 | -10.58% | -78.02% |
HQI | 212.9M | 32.4M | -18.19% | 18.00% | 18.35 | 6.58 | 12.80% | 6.62% |
8.4%
11.8%
2.3%
13.0%
76.5%
49.6%
18.5%
Y-axis is the maximum loss one would have experienced if Robert Half International was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Revenue | -3.1% | 6,916 | 7,140 | 7,238 | 7,281 | 7,160 | 6,878 | 6,461 | 5,996 | 5,473 | 5,001 | 5,109 | 5,342 | 5,705 | 6,113 | 6,074 | 6,019 | 5,933 | 5,873 | 5,800 | 5,665 | 5,523 |
Gross Profit | -5.2% | 2,857 | 3,012 | 3,094 | 3,119 | 3,057 | 2,906 | 2,696 | 2,466 | 2,208 | 1,960 | 2,013 | 2,135 | 2,314 | 2,534 | 2,525 | 2,508 | 2,473 | 2,443 | 2,410 | 2,343 | 2,279 |
S&GA Expenses | 1.5% | 2,188 | 2,155 | 2,117 | 2,117 | 2,064 | 2,042 | 1,951 | 1,832 | 1,727 | 1,646 | 1,666 | 1,745 | 1,839 | 1,910 | 1,958 | 1,880 | 1,854 | 1,834 | 1,811 | 1,779 | 1,734 |
EBITDA | -100.0% | - | 900 | 952 | 966 | 967 | 931 | 856 | 767 | 645 | 441 | 423 | 449 | 511 | 614 | 631 | 631 | 620 | - | - | - | - |
EBITDA Margin | -100.0% | - | 0.13* | 0.13* | 0.13* | 0.13* | 0.14* | 0.13* | 0.13* | 0.12* | 0.09* | 0.08* | 0.08* | 0.09* | 0.10* | 0.10* | 0.10* | 0.10* | - | - | - | - |
Interest Expenses | 36.3% | 17.00 | 13.00 | 8.00 | 3.00 | 1.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.00 | 3.00 | 4.00 | 5.00 | 5.00 | 5.00 | 5.00 | 5.00 | 4.00 | 4.00 | 3.00 |
Earnings Before Taxes | -10.7% | 749 | 838 | 897 | 916 | 918 | 881 | 804 | 711 | 586 | 440 | 422 | 447 | 508 | 610 | 626 | 626 | 614 | 604 | 592 | 566 | 546 |
EBT Margin | -100.0% | - | 0.12* | 0.12* | 0.13* | 0.13* | 0.13* | 0.12* | 0.12* | 0.11* | 0.09* | 0.08* | 0.08* | 0.09* | 0.10* | 0.10* | 0.10* | 0.10* | - | - | - | - |
Net Income | -11.4% | 542 | 612 | 658 | 678 | 683 | 656 | 599 | 525 | 430 | 327 | 306 | 325 | 366 | 435 | 454 | 455 | 453 | 448 | 434 | 368 | 337 |
Net Income Margin | -100.0% | - | 0.09* | 0.09* | 0.09* | 0.10* | 0.10* | 0.09* | 0.09* | 0.08* | 0.07* | 0.06* | 0.06* | 0.06* | 0.07* | 0.07* | 0.08* | 0.08* | - | - | - | - |
Free Cashflow | -100.0% | - | 625 | 623 | 566 | 616 | 562 | 567 | 461 | 377 | 511 | 563 | 602 | 645 | 456 | 460 | 502 | 502 | - | - | - | - |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Assets | 5.3% | 3,068 | 2,912 | 2,964 | 2,911 | 2,934 | 2,951 | 2,952 | 2,932 | 2,741 | 2,565 | 2,557 | 2,563 | 2,402 | 2,275 | 2,311 | 2,312 | 2,239 | 2,205 | 1,903 | 2,035 | 1,934 |
Current Assets | 5.6% | 2,378 | 2,252 | 2,285 | 2,250 | 2,261 | 2,272 | 2,269 | 2,234 | 2,053 | 1,874 | 1,843 | 1,854 | 1,720 | 1,607 | 1,629 | 1,631 | 1,565 | 1,532 | 1,474 | 1,612 | 1,504 |
Cash Equivalents | 32.0% | 723 | 548 | 659 | 593 | 591 | 550 | 619 | 634 | 543 | 498 | 574 | 587 | 501 | 250 | 270 | 313 | 269 | 270 | 277 | 362 | 309 |
Net PPE | -1.3% | 106 | 108 | 110 | 106 | 104 | 96.00 | 93.00 | 93.00 | 98.00 | 104 | 110 | 118 | 121 | 127 | 128 | 126 | 128 | 126 | 125 | 125 | 130 |
Goodwill | 0.1% | 238 | 238 | 238 | 221 | 222 | 223 | 223 | 223 | 223 | 223 | 223 | 210 | 210 | 210 | 210 | 210 | 210 | 210 | 210 | 210 | 210 |
Liabilities | 9.8% | 1,442 | 1,314 | 1,396 | 1,420 | 1,466 | 1,498 | 1,571 | 1,616 | 1,482 | 1,367 | 1,352 | 1,369 | 1,246 | 1,145 | 1,168 | 1,200 | 1,130 | 1,128 | 840 | 916 | 824 |
Current Liabilities | 11.2% | 1,277 | 1,148 | 1,216 | 1,234 | 1,267 | 1,289 | 1,359 | 1,342 | 1,196 | 1,077 | 1,047 | 1,053 | 977 | 913 | 941 | 977 | 910 | 901 | 820 | 896 | 809 |
LT Debt, Current | - | - | - | - | - | - | - | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
LT Debt, Non Current | - | - | - | - | - | - | - | - | - | - | - | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.00 | 1.00 |
Shareholder's Equity | 1.7% | 1,625 | 1,598 | 1,569 | 1,491 | 1,468 | 1,453 | 1,381 | 1,316 | 1,259 | 1,198 | 1,205 | 1,194 | 1,157 | 1,130 | 1,144 | 1,112 | 1,109 | 1,077 | 1,063 | 1,119 | 1,109 |
Retained Earnings | 2.8% | 337 | 328 | 319 | 283 | 250 | 225 | 168 | 113 | 60.00 | 17.00 | 30.00 | 43.00 | 30.00 | 22.00 | 36.00 | 24.00 | 23.00 | 4.00 | - | 31.00 | 29.00 |
Additional Paid-In Capital | 1.2% | 1,324 | 1,309 | 1,294 | 1,280 | 1,265 | 1,251 | 1,236 | 1,222 | 1,208 | 1,194 | 1,180 | 1,167 | 1,154 | 1,141 | 1,127 | 1,114 | 1,102 | 1,090 | 1,079 | 1,098 | 1,087 |
Shares Outstanding | -0.6% | 107 | 108 | 108 | 108 | 109 | 109 | 111 | 110 | 111 | 111 | 113 | 113 | 113 | 113 | 115 | 115 | 116 | 117 | 119 | 120 | 121 |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Cashflow From Operations | 7.1% | 728 | 680 | 684 | 626 | 672 | 604 | 603 | 490 | 404 | 540 | 597 | 645 | 698 | 517 | 520 | 562 | 556 | 583 | 572 | 514 | 459 |
Cashflow From Investing | 8.6% | -139 | -152 | -116 | -110 | -111 | -99.28 | -87.61 | 3.00 | 21.00 | 22.00 | 9.00 | -72.04 | -97.42 | -107 | -102 | -106 | -99.15 | -93.04 | -88.51 | -79.59 | -77.51 |
Cashflow From Financing | 10.6% | -461 | -516 | -509 | -518 | -483 | -444 | -458 | -447 | -398 | -328 | -315 | -307 | -364 | -423 | -423 | -494 | -490 | -496 | -490 | -413 | -369 |
Dividend Payments | 1.1% | 198 | 196 | 189 | 185 | 180 | 174 | 171 | 167 | 163 | 160 | 156 | 153 | 151 | 148 | 146 | 143 | 141 | 139 | 136 | 133 | 129 |
Buy Backs | -18.7% | 253 | 312 | 320 | 328 | 318 | 277 | 288 | 287 | 235 | 172 | 159 | 151 | 207 | 267 | 278 | 345 | 343 | 353 | 354 | 281 | 240 |
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED) - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
Income Statement [Abstract] | ||||
Service revenues | $ 1,639,478 | $ 1,862,827 | $ 3,355,813 | $ 3,677,661 |
Costs of services | 979,309 | 1,047,280 | 2,005,912 | 2,090,268 |
Gross margin | 660,169 | 815,547 | 1,349,901 | 1,587,393 |
Selling, general and administrative expenses | 541,904 | 509,394 | 1,094,133 | 1,023,588 |
(Income) loss from investments held in employee deferred compensation trusts | (28,347) | 65,622 | (55,638) | 95,623 |
Amortization of intangible assets | 721 | 416 | 1,442 | 833 |
Interest income, net | (5,320) | (718) | (10,145) | (884) |
Income before income taxes | 151,211 | 240,833 | 320,109 | 468,233 |
Provision for income taxes | 44,919 | 65,012 | 91,812 | 124,173 |
Net income | $ 106,292 | $ 175,821 | $ 228,297 | $ 344,060 |
Net income per share: | ||||
Basic (in usd per share) | $ 1.00 | $ 1.62 | $ 2.15 | $ 3.16 |
Diluted (in usd per share) | $ 1.00 | $ 1.60 | $ 2.14 | $ 3.12 |
Shares: | ||||
Basic (in shares) | 106,102 | 108,833 | 106,260 | 109,025 |
Diluted (in shares) | 106,422 | 109,696 | 106,775 | 110,143 |
Dividends declared per share (in usd per share) | $ 0.48 | $ 0.43 | $ 0.96 | $ 0.86 |
CONDENSED CONSOLIDATED STATEMENTS OF FINANCIAL POSITION (UNAUDITED) - USD ($) $ in Thousands | Jun. 30, 2023 | Dec. 31, 2022 |
---|---|---|
ASSETS | ||
Cash and cash equivalents | $ 722,763 | $ 658,626 |
Accounts receivable, net | 974,008 | 1,018,287 |
Employee deferred compensation trust assets | 542,238 | 432,734 |
Other current assets | 139,095 | 175,465 |
Total current assets | 2,378,104 | 2,285,112 |
Property and equipment, net | 106,267 | 109,687 |
Right-of-use assets | 184,484 | 201,998 |
Goodwill | 238,222 | 237,810 |
Deferred Income Tax Assets, Net | 128,245 | 124,564 |
Other noncurrent assets | 32,319 | 5,317 |
Total assets | 3,067,641 | 2,964,488 |
LIABILITIES | ||
Accounts payable and accrued expenses | 149,417 | 168,163 |
Accrued payroll and benefit costs | 447,714 | 472,310 |
Employee deferred compensation plan obligations | 530,529 | 474,111 |
Income taxes payable | 66,655 | 15,535 |
Current operating lease liabilities | 82,256 | 86,083 |
Total current liabilities | 1,276,571 | 1,216,202 |
Noncurrent operating lease liabilities | 136,012 | 151,768 |
Other liabilities | 29,787 | 27,960 |
Total liabilities | 1,442,370 | 1,395,930 |
Commitments and Contingencies (Note K) | ||
STOCKHOLDERS’ EQUITY | ||
Preferred stock, $0.001 par value; authorized 5,000,000 shares; none issued | 0 | 0 |
Common stock, $0.001 par value; authorized 260,000,000 shares; issued and outstanding 107,132,280 shares and 107,698,498 shares | 107 | 108 |
Additional paid-in capital | 1,324,451 | 1,293,565 |
Accumulated other comprehensive income (loss) | (36,589) | (43,623) |
Retained earnings | 337,302 | 318,508 |
Total stockholders’ equity | 1,625,271 | 1,568,558 |
Total liabilities and stockholders’ equity | $ 3,067,641 | $ 2,964,488 |